Jim Bianco joins Bloomberg to react to today's FOMC Statement with Jonathan Ferro, Lisa Abramowicz, Tom Keene and Bob Michele.
A look at the size of various markets compared to the U.S. economy
Today's topics include an extension of US-China trade talks, global growth upgrade, impact of trade on GDP, Fed dissents, brokers soak up retail activity benefits, stock pickers, what to expect with high valuations, today's tariff news, reliability of payroll data, China stock-bond correlation, and cross-border payments
Through Monday, 167 companies have reported, and the year-over-year annualized quarterly growth rate stands at 4.51%, well below recent quarters, but sentiment & expectations are improving.
Today's topics include breaking down Treasury issuance, little chance of a cut tomorrow, retail investors becoming more sophisticated, valuations offer little upside, AI & recent graduate employment, the PhD bear market, and a risk of stablecoins for the EU
On August 1st we discussed how Friday’s jobs data highlights labor market strain from stalled population growth, raising inflation risks if rates are cut. Meanwhile, tariffs are adding to price pressures, and speculation around Fed leadership continues amid market overreactions.
The Commitments of Traders report enables investors to track changes in positions among various groups of traders/investors.
Today's topics include more commentary on Treasury issuance, U.S. - EU trade deal, U.S. economic strength, retail traders & bubble risks, who's buying in this housing market? Investors, Fed dissents, depopulation & the U.S. economy, and more concerns about crypto
Today's topics include 40% see decline in real wages, Trump versus Powell, companies beating earnings estimates, the Fed & housing market, anecdotal evidence that American companies are soaking tariff costs, bubble risk?, stagflation concerns, your daily dose of meme stocks, souring sentiment in the UK, and risks of stablecoins